Totals
- Total revenue
- $1,117,261
- Total expenses
- $1,959,682
- Contributions and grants received
- $759,875
- Grants paid
- $70,000
- Program service revenue
- $348,085
- Investment income
- $1,469
- Other revenue
- $7,832
- Total assets, end of year
- $964,257
- Total liabilities, end of year
- $410,915
- Net assets or fund balances, end of year
- $553,342
- Program services expenses (Part IX)
- $1,628,570
- Management and general expenses
- $304,761
- Fundraising expenses
- $26,351
- Program service expenses (Part III)
- $1,628,570
Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$5,680
-
1f · All other contributions, gifts and grants
$754,195
-
1g · Noncash contributions included above
$18,094
-
2a · Program service revenue: Project Contract Revenue
total $346,577 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Conference
total $1,508 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,653 · unrelated business $0 · excluded $1,653
-
7a · Gross sales of assets other than inventory
other assets $9,056
-
7b · Less cost or other basis and sales expenses
other assets $9,240
-
7c · Gain or loss
other assets -$184
-
7d · Net gain or loss
total -$184 · related or exempt $0 · unrelated business $0 · excluded -$184
-
8a · Fundraising events: gross income
$2,141
-
8a · Fundraising events: contributions included on line 1c
$5,680
-
8b · Fundraising events: direct expenses
$11,338
-
8c · Net income from fundraising events
total -$9,197 · unrelated business $0 · excluded -$9,197
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$11,625
-
10c · Net income from sales of inventory
total -$11,625 · excluded -$11,625
-
11a · Other revenue: Miscellaneous
total $1,750 · related or exempt $1,750 · unrelated business $0 · excluded $0
-
11b · Other revenue: Staff Sharing Reimbursement
total $14,507 · related or exempt $14,507 · unrelated business $0 · excluded $0
-
11c · Other revenue: Management Fees
total $12,397 · related or exempt $12,397 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$28,654
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $70,000 · program services $70,000
-
5 · Compensation of officers, directors and key employees
total $163,959 · program services $136,190 · management and general $25,138 · fundraising $2,631
-
7 · Other salaries and wages
total $898,846 · program services $746,615 · management and general $137,808 · fundraising $14,423
-
8 · Pension plan contributions
total $23,053 · program services $19,149 · management and general $3,534 · fundraising $370
-
9 · Other employee benefits
total $148,406 · program services $123,272 · management and general $22,753 · fundraising $2,381
-
10 · Payroll taxes
total $79,304 · program services $65,873 · management and general $12,159 · fundraising $1,272
-
11b · Fees: legal
total $3,692 · program services $3,067 · management and general $566 · fundraising $59
-
11c · Fees: accounting
total $45,306 · program services $37,633 · management and general $6,946 · fundraising $727
-
11d · Fees: lobbying
total $300 · program services $249 · management and general $46 · fundraising $5
-
11g · Fees: other
total $261,265 · program services $239,645 · management and general $20,746 · fundraising $874
-
12 · Advertising and promotion
total $68,145 · program services $56,604 · management and general $10,448 · fundraising $1,093
-
13 · Office expenses
total $31,892 · program services $26,490 · management and general $4,890 · fundraising $512
-
14 · Information technology
total $8,765 · program services $7,280 · management and general $1,344 · fundraising $141
-
16 · Occupancy
total $22,428 · program services $18,630 · management and general $3,439 · fundraising $359
-
17 · Travel
total $23,739 · program services $19,718 · management and general $3,640 · fundraising $381
-
19 · Conferences, conventions and meetings
total $43,098 · program services $35,799 · management and general $6,608 · fundraising $691
-
22 · Depreciation, depletion and amortization
total $16,470 · program services $13,681 · management and general $2,525 · fundraising $264
-
23 · Insurance
total $2,575 · program services $2,139 · management and general $395 · fundraising $41
-
24a · Other expenses: Professional Development
total $300 · program services $249 · management and general $46 · fundraising $5
-
24b · Other expenses: Dues and Subscriptions
total $3,483 · program services $2,893 · management and general $534 · fundraising $56
-
24c · Other expenses: Bank Services Charges
total $4,086 · program services $3,394 · management and general $626 · fundraising $66
-
24d · Other expenses: Bad Debt Expense
total $40,570 · program services $0 · management and general $40,570 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $362,703 · end of year $263,755
-
2 · Savings and temporary cash investments
beginning of year $853,956 · end of year $465,393
-
3 · Pledges and grants receivable
beginning of year $125,500
-
4 · Accounts receivable
beginning of year $150,693 · end of year $168,694
-
7 · Other notes and loans receivable
end of year $403
-
8 · Inventories for sale or use
beginning of year $11,625 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $35,849 · end of year $14,788
-
10a · Land, buildings and equipment: cost or other basis
$90,522
-
10b · Land, buildings and equipment: accumulated depreciation
$39,298
-
10c · Land, buildings and equipment, net
beginning of year $16,670 · end of year $51,224
-
17 · Accounts payable and accrued expenses
beginning of year $86,491 · end of year $85,623
-
19 · Deferred revenue
beginning of year $65,667 · end of year $274,812
-
25 · Other liabilities
end of year $50,480
-
27 · Net assets without donor restrictions
beginning of year $661,329 · end of year $51,602
-
28 · Net assets with donor restrictions
beginning of year $743,509 · end of year $501,740
Mission and programs · 2022
Mission
As a research and policy development institute, the organization conducts original research, produces reports and promotes public dialog that addresses important economic and civic problems, and proposes new policies to help resolve those problems.
-
The organization operates through the collaborative efforts of Pennsylvania citizens drawn from academia, labor, religious and business organizations. It is dedicated to using research and collaboration to propose workable policy alternatives. The organization is a leading source of independent analysis of Pennsylvania's economy and public policy.
Expenses $1,628,570 · Grants $70,000 · Revenue $362,592
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Stephen Herzenberg
Executive Director
- Total calculated
- $162,725
- From this org
- $123,188
- From related orgs
- $0
- Other
- $39,537
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $123,187 + $1,689 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,696 + $51 related
- Nontaxable benefits
- $33,609 + $493 related
- Filer's total
- $160,492 + $2,233 related
-
Dr Marc Stier
Former PBPC Director
- Total calculated
- $120,069
- From this org
- $109,017
- From related orgs
- $0
- Other
- $11,052
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $109,016 + $7,555 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,271 + $227 related
- Nontaxable benefits
- $0
- Filer's total
- $112,287 + $7,782 related
-
Mike Maguire
Board President
- Total calculated
- $0
- Hours/week
- 2
-
Joan Duvall-Flynn
Board Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Dan Mercer
Board Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Jeff Coyne
Board Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Beverly A Cigler
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Ike Gittlen
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Robin Greene-Toler
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Rachel Tabachnick
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Bailey Childers
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Ryan Hancock
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Senghor Manns
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Lazar Palnick
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Rick Bloomingdale
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Tom Herman
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Monet Reilly
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Schalman-Bergen
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Rochelle Jackson
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Larry Pickins
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Jeff Ney
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Jess Bergen
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Ryan Bowe
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Ken Mash
Board Member
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$70,000
William Penn Foundation - Education Grant Share
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
We The People Pennsylvania Action
501(c)(4) · Issue advocacy · PA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411949349301331
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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